Posts Tagged ‘client planning’
How To Pick A Niche In Your CPA Firm
How To Pick A Niche In Your CPA Firm Today’s topic is how to pick a niche for your CPA firm and focus on what you really enjoy doing. If you’re not having fun doing your job, then you’ll find that you’re always struggling. It’s going to end up being a grind. The Key to…
Read MoreThe Most Important Conversation Every CPA Should Have With Their Client
The Most Important Conversation Every CPA Should Have With Their Client We had a topic come up in one of my Platinum Mastermind coaching calls that I would like to share with you. This call was about the most important conversation every CPA should have with their client – the four planning pillars. If you…
Read MoreGuide to Value Pricing for Accountants
Guide to Value Pricing for Accountants I have good news and bad news if you’re using the billable hour model for your accounting business. The bad news is that you’re practicing a model of business that is oppressive, suffocating, and of your own doing (yes, it may sound harsh but it needs to be said).…
Read MoreHow To Recession-Proof Your CPA Firm
 How To Recession-Proof Your CPA Firm Today’s post is about how to recession-proof your CPA firm. As you may have seen in the news, it’s all about recession, recession, recession! Firstly, I want to make it clear that I am not into fear-mongering. Despite the fact that I warn accounting firms about the dangers that…
Read More3 Ways CPAs Can Position Themselves As Their Client’s #1 Trusted Advisor
3 Ways CPAs Can Position Themselves As Their Client’s #1 Trusted Advisor I had an interesting conversation with someone earlier today. It was about the ways CPAs can position themselves as their client’s #1 trusted advisor. It’s interesting because there’s a study that was done on business owners that asked, “Who’s your number one trusted…
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